Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,654 | $48,314-24.1% | $67,561-45.7% | $80,925-54.7% |
| Participation rate | 65.8% | 66.4%-0.6pp | 72.9%-7.1pp | 67.7%-1.9pp |
| Annual return | 15.44% | 18.28%-2.8pp | 3525.44%-3510.0pp | 35.65%-20.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,455 | $2,927-50.3% | $4,003-63.6% | $4,299-66.1% |
| Admin fee / account holder | $2,644 | $3,690-28.3% | $4,006-34.0% | $6,940-61.9% |